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Added to YB: 2026-03-24

Pitch date: 2026-03-20

FIH-U.TO [neutral]

Fairfax India Holdings Corporation

-1.77%

current return

Author Info

No bio for this author

Company Info

Fairfax India Holdings Corporation, together with its subsidiaries, operates as an investment holding company in India.

Market Cap

$2.2B

Pitch Price

$16.96

Price Target

22.94 (+33%)

Dividend

N/A

EV/EBITDA

N/A

P/E

5.42

EV/Sales

4.49

Sector

Capital Markets

Category

value

Show full summary:
Theodosian Capital | Stocks Update 20/3/2026 - FIH – Annual Report thoughts

FIH-U.TO (update): FY25 exited Saurashtra at 2.5x ($75M vs $30M cost), increased Bangalore Airport (now 55% of portfolio) & Sanmar stakes. 8th consecutive year of buybacks, shares down to 134.8M from 153.1M peak. Portfolio at 19.2x P/E (vs India 24.4x), 18% ROE, 18% 5yr rev CAGR, 0.8x net debt/equity. Trades 25% below $22.94 NAV.

Read full article (1 min)